Full Job Description
Financial Representative
Trainee -Phoenix, AZ
Location: Arizona
Work Type: Full Time Regular
Job No: 502866
Categories: Sales, Early Career Programs, Financial
Representative Trainee
Application
Closes: Open Until Filled
SHARE
As a
Financial Representative Trainee, you will embark on a comprehensive
program designed to equip you with the skills and competencies
necessary to excel in selling Individual Insurance products. This
dynamic program includes a combination of self-study and
hands-on-experience projects, all tailored to a structured curriculum.
|
WHAT WE CAN OFFER YOU:
- Hourly Wage: Trainee starting wage will be
$16/hour for up to 30 days.
- Promotion to a Financial
Representative with a $36,000 annual base plus monthly sales incentive
opportunity after successful completion of licensing and onboarding
requirements.
- An education-based Accelerator Program designed
to successfully transition you into an independent Financial Advisor.
- Benefits and Perks , 401(k) plan with a 2% company
contribution and 6% company match.
- Regular associates working
40 hours a week can earn up to 15 days of vacation each year.
- Regular associates receive 11 paid holidays in 2024, which
includes 2 floating holidays that are added to your prorated personal
time to be used at your discretion.
- Regular associates are
provided sick leave through the use of personal time. Associates
working 40 hours a week can receive up to 40 hours of personal time in
2024, which is prorated based on the start date. Additionally, you
will receive two floating holidays in 2024 by way of personal time
that may be used at your discretion.
- Applicants for this
position must not now, nor at any point in the future, require
sponsorship for employment.
|
WHAT YOU'LL DO: - You’ll participate in a comprehensive program to
develop the skills required to provide holistic financial advice to
clients. You will actively contribute to classroom discussion,
participate in goal setting sessions and progress evaluation meetings.
- You’ll demonstrate appropriate skills and pass a sales
process competency test.
- You’ll gain invaluable direct sales
experience in marketing Individual Insurance products to clients.
- You’ll cultivate and sustain strong relationships with
internal business partners. Acquire an in-depth understanding of our
product offerings, demonstrating expertise in their features and
benefits.
- You’ll oversee completion of content, proposals
and paperwork flow throughout the field and Home Office, ensuring a
seamless application and underwriting process.
|
WHAT YOU’LL BRING: - Ability to successfully achieve criteria of Trainee
Program.
- Must pass and apply for appropriate insurance
licenses within 14 days of entry into the job, max of 2 attempts at
Life and Health exam.
- Must pass the CRD/FINRA background
check at hire and ongoing, as the training program criteria requires
Financial Representatives to obtain securities licensing within 24
months of entry into the program.
- Highly self-motivated and
results-oriented with ability to work independently and as part of a
team.
- Access to reliable transportation in order to attend
appointments and meetings.
- Ability to travel up to 50% of the
work period and maintain a valid driver’s license.
- You
promote a culture of diversity and inclusion, value different ideas
and opinions, and listen courageously, remaining curious in all that
you do.
|
PREFERRED:
- Knowledge of the Insurance/Financial Services
industry, products and marketing practices.
- Bachelor's degree
or equivalent preferred but not required.
|
We value diverse experience, skills, and
passion for innovation. If your experience aligns with the listed
requirements, please apply! |
After applying, for inquiries about your application or the
hiring process please email our Talent Acquisition area at
Need help? Email Us Apply Now
Great place to work
Together we achieve greatness. Not only is
this a core value, but it’s also representative of the kind of place
we are — built by the strength and integrity of our employees. It’s
why we’re named a “Great Place to Work”.
See
All Awards
An inclusive culture
Surround
yourself with an authentic and inclusive culture. Your strengths and
differences will be valued and celebrated by a diverse community of
co‑workers.
Discover Our Culture
Related Job Openings
Field
Development Supervisor (Mutual of Omaha Advisors) – Bloomington, MN
(Relocation Assistance Available)
Minnesota | 502975
Financial Representative Trainee - Guaynabo,
Puerto Rico
Puerto Rico
| 502875
Financial
Representative Trainee - Sacramento, CA
California | 502876